Setting up security for setup

Selecting a check box on the Setup tab allows employees in the role to see the item on the menu. They can also see and select the item from a list window, add a new item, and change or delete the item.

If a check box is cleared, employees in this role can only see and select the item from a list window.

Follow these instructions as part of setting up a role:

Click the Setup tab.
Enter information as follows:

Select	To allow members to
Clients	Create and change client names, addresses, contact and phone information, and so on. If these employees will be setting up clients, select this check box.
Vendors	Create and change vendor names, addresses, contact and phone information, and so on. If these employees will be setting up vendors, select this check box.
Employees	Create and change employee names, pay information, addresses, contact and phone information, and so on. If these employees will be setting up employees, select this check box.
Contacts	Create and change contact descriptions, addresses, contact and phone information, and so on. If these employees will be setting up contacts, select this check box.
Activities	Identify work and expense items for establishing billing rates, invoicing, and reporting. The activity setup allows you to create and change activity descriptions, cost and billing rates, accounts, and so on. If these employees will be setting up activities, select this check box.
Billing rate tables	Specify billing rates by employee, employee type, activity, or vendor. The billing rate table setup allows you to create and change billing rates and date ranges. If these employees will be setting up billing rate tables, select this check box.
Invoice formats	Specify the style and content of the client invoice. The invoice format setup allows you to create and change invoice column contents and descriptions, print comments and subtotals, and so on. If these employees will be setting up invoice formats, select this check box.
Custom invoice formats	Create and change custom invoice formats using the Client Invoice Designer. This check box is unavailable unless you select the Invoice formats check box.
Email Invoice Templates	Create and change email invoice templates.
Email Client Statements Templates	Create and change email client statements templates.
Overhead groups	Specify certain overhead project, phase, activity, or account information so it defaults onto employee timesheets, simplifying timesheet entry.
Project types	Group like projects for reporting purposes. The project type setup allows you to create and change project type descriptions and notes. If these employees will be setting up project types, select this check box.
Client types	Group like clients for reporting purposes. The client type setup allows you to create and change client type descriptions and notes. If these employees will be setting up client types, select this check box.
Vendor types	Group like vendors for reporting purposes. The vendor type setup allows you to create and change vendor type descriptions and notes. If these employees will be setting up vendor types, select this check box.
Employee types	Group like employees together for reporting purposes. The employee type setup allows you to create and change employee type descriptions and notes. If these employees will be setting up employee types, select this check box.
Utilization types	Categorize nonbillable and overhead time for employee utilization reporting. The utilization setup allows you to change utilization descriptions and notes. If these employees will be changing utilization types, select this check box.
Contact types	Identify people important to the project, client, and so on. The contact type setup allows you to create and change contact type descriptions and notes. If these employees will be setting up contact types, select this check box.
Attachment categories	Create and change attachment categories. Attachment categories help you organize your attachments and make searching for attachments easier. If these employees will be setting up attachment categories, select this check box.
Billing review stages	unavailable in ajeraCore Create and change billing review stages. Billing review stages help you track the progress of client invoices in the billing review process. Ajera provides two stages by default, Pre-review and Final; you cannot change or delete them. If these employees will be setting up billing review stages, select this check box.
Marketing stages	unavailable in ajeraCore Create and change marketing stages. If these employees will be setting up marketing stages, select this check box.
Marketing final distributions	unavailable in ajeraCore Create and change marketing final distributions. If these employees will be setting up marketing final distributions, select this check box.

You can use the buttons at the lower left of the window to page through this information for other roles.